Wondering how to most efficiently add new clients in JenesisNow?
By watching this video, you’ll quickly learn how to add new prospective clients or existing clients into JenesisNow in just 3 easy steps.
JenesisNow – How to Add a Client
Beginning from the Jenesis Now home screen, select the small white icon at the top that looks like a person with a plus (+) sign.
A white pop-up entitled Client Quick Add will appear when you click that icon. Complete the fields with as much information as possible including the client’s name, relationship, phone number, and address. Use the drop down options in the Status field to indicate whether the client is a Quote, Active, or Source and select the green save button at the bottom right when completed.
From inside the Client View, you can select the Plus (+) sign at the top of the corresponding blue box to add additional household members, addresses, policies, and insert details like the source, the producer, and who they were referred by. Additional new client information such as business details, whether they own or rent, and any other comments can be entered in the Info box located near the center of the Client View screen.